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How Do I Set Up the Chrome Extension?

Ally Dodds
  • Updated

The Loopio Chrome Extension is an extension for the Chrome Browser that allows you to create Projects in Loopio from an RFP, Security Questionnaire, or others sales questionnaire in a portal. You can then respond to the RFP normally within Loopio, and use the extension to easily transfer your answers to the portal.

To learn about using the Chrome Extension, read on: Working on Projects with the Chrome Extension

Setting Up The Google Chrome Extension

There are two ways to access the Google Chrome Extension for download, depending on your Loopio permissions: Through the Admin tab or from the “New Project” modal.

 

Note: Should any questions arise, please reach out to support@loopio.com for assistance.

 

To Download the Chrome Extension From the Admin Tab

 

Permissions Required: General Administration, Level 1 (Manager) permissions are required to download the Chrome Extension from the Admin tab.

  1. Click Admin in your top navigation bar

  2. Click Integrations

  3. Click View on Chrome Web Store in the Chrome section of the Integrations page

    Screenshot_of_the_Integrations_Page_in_Loopio_showing_the_Chrome_Extension.png
  4. In the Chrome Web Store, click Add to Chrome

     A_screenshot_of_the_Loopio_integration_in_the_Chrome_Extension_Store.png
  5. Click Add extension on the dialog box that appears

    A_screenshot_of_the_Loopio_Chrome_Extesion_install_modal_instructing_the_user_to_select_Add_extension.png

  6. Click the Loopio icon in the top right corner of your Chrome browser window

     A_screenshot_instructing_users_to_click_the_Loopio_symbol_in_the_Chrome_bar.png

  7. Enter your Loopio subdomain (the part of your Loopio site name before .loopio.com) 

    Screenshot_of_the_URL_of_a_loopio_instance.png
  8. and click Continue to Login

  9. You will be redirected to Loopio to log in to your Loopio account

    A_screenshot_of_the_loading_screen_of_the_Chrome_Extension.png
 

Tip: If you are already logged in to Loopio, you will be logged in to the Chrome Extension automatically

 

To Download the Chrome Extension From the the “New Project” Modal

Permissions Required: Projects, Level 2 (Creator) permissions required to download the Chrome Extension from the “New Project” modal.

  1. Click Projects in your top navigation bar

  2. Click +New Project

  3. Click “Working with Web Portals?” at the bottom of the modal

    The_New_Project_modal_in_the_Loopio_Project_Space.png

  4. In the Chrome Web Store, click Add to Chrome

    A_screenshot_of_the_Loopio_integration_in_the_Chrome_Extension_Store.png
  5. Click Add extension on the dialog box that appears

    A_screenshot_of_the_Loopio_Chrome_Extesion_install_modal_instructing_the_user_to_select_Add_extension.png

  6. Click the Loopio icon in the top right corner of your Chrome browser window

    A_screenshot_instructing_users_to_click_the_Loopio_symbol_in_the_Chrome_bar.png

  7. Enter your Loopio subdomain (the part of your Loopio site name before .loopio.com) and click Continue to Login

    A_screenshot_of_the_loading_screen_of_the_Chrome_Extension.png

    You will be redirected to Loopio to log in to your Loopio account
 

TIP: If you are already logged in to Loopio, you will be logged in to the Chrome Extension automatically

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